Evertec Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/17/2026 | 9.60 M | $279.19 M | 0.00% | 14.99% |
| BLACKROCK, INC. | 02/12/2026 | 9.28 M | $270.02 M | 0.78% | 14.50% |
| VANGUARD GROUP INC | 01/29/2026 | 7.11 M | $206.78 M | -0.82% | 11.10% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 5.23 M | $152.04 M | 6.80% | 8.16% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 2.87 M | $83.46 M | -14.80% | 4.48% |
| STATE STREET CORP | 02/13/2026 | 2.43 M | $70.74 M | -0.97% | 3.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.57 M | $45.80 M | 4.07% | 2.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.54 M | $44.94 M | 0.07% | 2.41% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 1.17 M | $33.97 M | -0.85% | 1.82% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 1.11 M | $32.28 M | -4.46% | 1.73% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 02/24/2026 | 980.24 K | $28.52 M | -46.04% | 1.53% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 848.59 K | $24.69 M | 23.65% | 1.33% |
| NORTH STAR ASSET MANAGEMENT INC | 02/09/2026 | 808.97 K | $23.53 M | 0.48% | 1.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 718.33 K | $20.90 M | -6.85% | 1.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 708.70 K | $20.62 M | 8.14% | 1.11% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 694.72 K | $20.21 M | 58.32% | 1.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 652.51 K | $18.98 M | 1.22% | 1.02% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 601.32 K | $17.49 M | -29.32% | 0.94% |
| MORGAN STANLEY | 02/13/2026 | 539.75 K | $15.70 M | 10.84% | 0.84% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/17/2026 | 525.24 K | $15.28 M | 44.80% | 0.82% |
| BOSTON PARTNERS | 02/13/2026 | 496.59 K | $14.48 M | -5.75% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 464.23 K | $13.50 M | -6.58% | 0.73% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 450.03 K | $13.09 M | -9.33% | 0.70% |
| CLIFFORD CAPITAL PARTNERS LLC | 02/17/2026 | 434.43 K | $12.64 M | -0.52% | 0.68% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 396.61 K | $11.54 M | 16.52% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 367.16 K | $10.68 M | 4.92% | 0.57% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 353.61 K | $10.29 M | -10.64% | 0.55% |
| JPMORGAN CHASE & CO | 02/11/2026 | 326.94 K | $9.51 M | -14.88% | 0.51% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 285.69 K | $8.31 M | 151.51% | 0.45% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 265.05 K | $7.71 M | -12.45% | 0.41% |
| NUVEEN, LLC | 02/12/2026 | 264.31 K | $7.69 M | 7.19% | 0.41% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 237.50 K | $6.91 M | 18.75% | 0.37% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 236.74 K | $6.89 M | 40.87% | 0.37% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 227.22 K | $6.61 M | -29.86% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 221.41 K | $6.44 M | -11.29% | 0.35% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 02/12/2026 | 217.55 K | $6.33 M | 0.00% | 0.34% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 216.62 K | $6.30 M | 4.78% | 0.34% |
| NICHOLAS COMPANY, INC. | 02/04/2026 | 216.15 K | $6.29 M | 0.08% | 0.34% |
| CITADEL ADVISORS LLC | 02/17/2026 | 193.83 K | $5.64 M | 174.96% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 185.26 K | $5.39 M | -34.98% | 0.29% |
| ALPINE PEAKS CAPITAL, LP | 02/17/2026 | 179.70 K | $5.23 M | -5.81% | 0.28% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 174.04 K | $5.06 M | 4,734.56% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 173.65 K | $5.05 M | -1.99% | 0.27% |
| RHUMBLINE ADVISERS | 02/13/2026 | 163.36 K | $4.75 M | -8.14% | 0.26% |
| INVESCO LTD. | 02/19/2026 | 160.78 K | $4.68 M | -0.05% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 151.26 K | $4.40 M | 13.67% | 0.24% |
| BARCLAYS PLC | 02/13/2026 | 147.14 K | $4.28 M | 10.27% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 146.79 K | $4.27 M | 30.36% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 143.89 K | $4.19 M | 102.09% | 0.22% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 134.38 K | $3.91 M | 0.00% | 0.21% |
Evertec Inc institutional Ownership - FAQ's
During the previous two years, 383 institutional investors and hedge funds held shares of Evertec Inc. The most heavily invested institutionals were:
FMR LLC: 9.6 M
BlackRock, Inc.: 9.28 M
VANGUARD GROUP INC: 7.11 M
AMERICAN CENTURY COMPANIES INC: 5.23 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.87 M
STATE STREET CORP: 2.43 M
96.02% of Evertec Inc stock is owned by institutional investors.
Institutional investors have bought a total of 80.33 M shares in the last 24 months. This purchase volume represents approximately $2.29 B in transactions.